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200 W. Merritt Island Cswy. Merritt Island, FL 32952

Phone:

  • 321-454-3398

Fax:

  • 321-986-8730

E-mail:

  • WealthManagement@RothFinancialGroup.com
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Videos

We have interesting videos for you to watch on my site.

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Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Calculators

You can review interesting calculators on my site.

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Do You Know Who Your Beneficiaries Are?

Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.

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Transcript

Newsletters

  • HOT TOPIC: Trade Update: The Supreme Court Stepped In, but Many Tariffs Stand

    This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.

  • REITs Offer Income and Diversification

    Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.

  • Are You Prepared for the High Cost of Dying?

    End-of-life care and the death of a loved one not only carry an emotional price tag, but they often impose a substantial financial strain on families.

  • Keeping Cool in Volatile Markets

    Overreacting to market movements or trying to “time the market” by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.

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Calculators

  • Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.

  • Required Minimum Distributions

    Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.

  • Mortgage Acceleration

    This calculator can help you determine how soon you can pay off your mortgage.

  • Long-Term Care Self Insurance

    Will you be able to afford nursing home care?

More Calculators »

Securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS) Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. Roth Financial Group, BFCFS and BFC Planning, Inc. are independent entities.  Due to various state regulations and registration requirements concerning the dissemination of information regarding investment and insurance products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.  We are registered to sell Securities in the following states: Arizona, California, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, West Virginia and Wisconsin.

Tax services are offered through Roth Financial Group.  BFCFS does not offer tax or legal advice.

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